Clay Stephen Cooper offers investment management services tailored to each client's financial goals. After a consultation, the firm and client determine the most appropriate service. Services include establishing financial goals, developing a client profile, making investment recommendations, placing trades, and providing ongoing support. The firm does not offer tax preparation or legal counsel.
Assets Under Management$81M
Clients155
Advisors2
Avg. per Client$520K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.45% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.70% |
The applicable rate may be adjusted up or down based on the complexity of the client’s situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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